Money GodEvery client's whole picture, without chasing documents.
When a family invites you, you see their accounts, returns and documents read-only, leave notes they act on, and get one list of every family you help. Free for you, private for them.
Send the 2025 K-1 from the S-corp when it arrives — I need it before we file the extension.
Built for the people families already trust.
For CPAs
See the household's accounts, returns, K-1s and documents waiting in one place. Leave notes for what you need and by when. Check the tax engine's strategies before the family acts on them.
- Ten years of returns, read in
- Documents forwarded straight to their vault
- Strategies with what you need to confirm
For attorneys
Receive estate drafts as a frozen copy prepared under your state's rules, with the family's facts behind them. Your review is recorded before the family can mark a document signed.
- Drafts for all 50 states and DC
- A logged, frozen review copy
- Facts: assets, beneficiaries, guardians
For planners
Start from the family's real picture — accounts, taxes, insurance gaps and retirement odds — instead of a data-gathering meeting.
- Retirement odds and the best plan
- Portfolio X-ray: fees and overlap
- Insurance needs for each income
The family invites you. That's it.
They invite you by email
From Family and sharing, the family picks CPA, attorney or planner and enters your email. The invite only works for your address.
You see what they see — read-only
Accounts, returns, plans and documents, with a one-line summary of each client in My clients. Nothing you can change by accident.
Notes, not email threads
Leave a note — "send the K-1 by March 1" — and it lands in their inbox. They mark it done; you see it.
Access the family controls.
Professionals are read-only members of the household. The family can see who has access and remove it in one click, and every invite and change is in their audit log.
- Read everything the family can, change nothing
- Notes on any area: taxes, estate, investments, insurance
- Removed by the family at any time
For professionals
What does it cost a professional?
Nothing. Professionals use Money God free, like the families who invite them.
Can I change a client's data?
No. Professionals join as read-only viewers. You can read everything the family can and leave notes; you can't edit accounts, plans or documents.
How do I add a client?
The family invites you from Family and sharing → Invite your CPA or attorney. The invite is emailed to you and only works for your address. Each client you accept appears in My clients.
What about engagement, privilege and confidentiality?
Money God is a tool, not a party to your engagement. Your engagement letter and professional obligations are unchanged; the family controls who has access and can remove it at any time.
Bring your clients' paperwork into one place.
Ask a client to invite you, or create a free account and look around.